NewEdge Wealth’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
20,127
-22,138
| -52% | -$151K | ﹤0.01% | 945 |
|
|
2025
Q1 | $232K | Buy |
42,265
+12,023
| +40% | +$66.1K | ﹤0.01% | 848 |
|
|
2024
Q4 | $136K | Sell |
30,242
-8,936
| -23% | -$40.3K | ﹤0.01% | 898 |
|
|
2024
Q3 | $237K | Sell |
39,178
-1,330
| -3% | -$8.04K | ﹤0.01% | 791 |
|
|
2024
Q2 | $215K | Sell |
40,508
-784
| -2% | -$4.16K | ﹤0.01% | 717 |
|
|
2024
Q1 | $235K | Buy |
41,292
+2,669
| +7% | +$15.2K | 0.01% | 724 |
|
|
2023
Q4 | $244K | Buy |
+38,623
| New | +$244K | 0.01% | 668 |
|